This publication includes data reported for previous years based on self-managed super fund (SMSF) returns. As much of the data is either estimates or based on lodgments, we experience ongoing revisions. The data is likely to change in future releases of this statistical overview.
Note: This publication is not available in PDF. You can print a section of the report or the entire document by using the print options located on the top, right-hand side of the page.
Data tables can also be accessed in XLXS format – refer to Appendix 1 Data tables (XLSX 328KBThis link will download a file
A glossary of terms used in this publication is available at Appendix 3 – Glossary
For comments or enquiries about this report, email us at SPR_smsfstats@ato.gov.au
See also
- Self-managed super fund annual statistics overview 2015–16 infographic (PDF, 1 MB)This link will download a file
- SMSFs first lodged in 2012 FY: where are they five years on? (infographic) (PDF, 107 KB)This link will download a file
Purpose
Following the publication by the Super System Review (of A Statistical Summary of Self-Managed Superannuation Funds (the Review) released on 12 December 2009, we released our own publication Self-managed superannuation funds: A statistical overview 2008–09 (the overview) in December 2011.
We have subsequently released annual updates of the overview. This is the eighth edition of the publication with the main focus on 2015–16 year data.
The overview provides key statistics and analysis of the SMSF sector. When appropriate, we refer to Australian Prudential Regulation Authority (APRA) data for comparisons to the SMSF sector.
See also
- Self-managed superannuation funds: A statistical overview 2014–15
- Self-managed superannuation funds: A statistical overview 2013–14
Background
We began regulating SMSFs in the 2000 financial year under the regulatory framework of the Superannuation Industry (Supervision) Act 1993 (SIS Act).
From 2008, a new Self-managed superannuation fund annual return (SAR) was developed to enhance the regulation of SMSFs and enable the collection of more reliable data.
Generally, the reported data for this overview has been collected from:
- the SAR
- SMSF registrations
- auditor contravention reports (ACRs) lodged by SMSF auditors.
See also